Ferguson Enterprises Inc.
FERG- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0002011641
In the last 90 days, Ferguson Enterprises Inc. insiders filed 0 open-market purchases and 1 sale; 951 institutions reported holding it in 13F filings for Q2 2026, worth $44.3B in total; 6 superinvestors hold it, including Baupost Group and D1 Capital Partners.
13F holders, Q1 2024
Institutional positions in Ferguson Enterprises Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 656
- +36 vs. Q4 2023
- Shares held
- 165.1M
- +912.6K (+0.6%) vs. Q4 2023
- Total value
- $35.8B
- +$4.31B (+13.7%) vs. Q4 2023
- New holders
- 92
- 262 more added
- Sold out
- 56
- 231 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FERG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 951 | $44.3B |
| Q1 2026 | 936 | $42.5B |
| Q4 2025 | 908 | $40.2B |
| Q3 2025 | 885 | $39.9B |
| Q2 2025 | 785 | $39.7B |
| Q1 2025 | 715 | $28.9B |
| Q4 2024 | 709 | $30.7B |
| Q3 2024 | 709 | $33.5B |
| Q2 2024 | 655 | $31.5B |
| Q1 2024 | 656 | $35.8B |
| Q4 2023 | 627 | $31.6B |
| Q3 2023 | 555 | $26.4B |
| Q2 2023 | 519 | $25.7B |
| Q1 2023 | 472 | $20.7B |
| Q4 2022 | 436 | $20.0B |
| Q3 2022 | 339 | $11.7B |
| Q2 2022 | 317 | $11.0B |
| Q1 2022 | 288 | $12.4B |
| Q4 2021 | 255 | $15.2B |
| Q3 2021 | 212 | $11.7B |
| Q2 2021 | 210 | $11.4B |
| Q1 2021 | 179 | $10.5B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Global Investments | 1,983 | $433.0K | 0.03% | −9,207−82.3% | Reduced |
| Auxier Asset Management | 2,000 | $436.9K | 0.07% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,013 | $439.7K | 0.03% | +18+0.9% | Added |
| GAMMA Investing LLC | 2,052 | $448.2K | 0.09% | +237+13.1% | Added |
| CIBC Private Wealth Group, LLC | 2,070 | $449.8K | 0.00% | −2,353−53.2% | Reduced |
| First Financial Bankshares Inc | 2,064 | $450.8K | 0.01% | +10+0.5% | Added |
| Franklin Street Advisors Inc | 2,125 | $464.0K | 0.03% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,129 | $465.0K | 0.17% | −227−9.6% | Reduced |
| Qtron Investments LLC | 2,140 | $467.4K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,152 | $470.0K | 0.09% | −22−1.0% | Reduced |
| Values First Advisors, Inc. | 2,167 | $473.3K | 0.28% | +871+67.2% | Added |
| Gladius Capital Management LP | 2,167 | $473.3K | 0.47% | −746−25.6% | Reduced |
| Global Retirement Partners, LLC | 2,177 | $475.5K | 0.02% | +1,476+210.6% | Added |
| Advisor Group Holdings, Inc. | 2,183 | $477.7K | 0.00% | −41,487−95.0% | Reduced |
| Symmetry Partners, LLC | 2,198 | $480.0K | 0.04% | +2,198 | New |
| Dynamic Technology Lab Private Ltd | 2,228 | $487.0K | 0.05% | −1,561−41.2% | Reduced |
| Hook Mill Capital Partners, LP | 2,230 | $487.1K | 0.11% | −28,344−92.7% | Reduced |
| Resurgent Financial Advisors LLC | 2,237 | $488.6K | 0.26% | −491−18.0% | Reduced |
| Coldstream Capital Management Inc | 2,240 | $489.3K | 0.01% | +251+12.6% | Added |
| BayBridge Capital Group, LLC | 2,373 | $494.0K | 0.43% | +47+2.0% | Added |
| Driehaus Capital Management LLC | 2,277 | $497.4K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,279 | $497.8K | 0.01% | +26+1.2% | Added |
| Sequoia Financial Advisors, LLC | 2,321 | $507.0K | 0.01% | +101+4.5% | Added |
| Yarbrough Capital, LLC | 2,333 | $509.6K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,339 | $510.9K | 0.01% | +2,339 | New |
| Merit Financial Group, LLC | 2,372 | $515.1K | 0.01% | +2,372 | New |
| DGS Capital Management, LLC | 2,368 | $517.2K | 0.15% | +1,074+83.0% | Added |
| Chicago Trust Co NA | 2,422 | $529.0K | 0.11% | +132+5.8% | Added |
| Ritholtz Wealth Management | 2,465 | $538.5K | 0.02% | +135+5.8% | Added |
| American National Bank | 2,492 | $544.3K | 0.07% | +1,757+239.0% | Added |
| LSV Asset Management | 2,500 | $546.0K | 0.00% | 00.0% | Unchanged |
| David Loasby | 2,472 | $548.9K | 0.06% | −1,435−36.7% | Reduced |
| Clarius Group, LLC | 2,519 | $550.3K | 0.04% | −246−8.9% | Reduced |
| Simplex Trading, LLC | 2,544 | $555.0K | 0.02% | −11,908−82.4% | Reduced |
| Weil Company, Inc. | 2,564 | $560.0K | 0.22% | −1,763−40.7% | Reduced |
| Principal Securities, Inc. | 2,573 | $562.0K | 0.02% | −2,040−44.2% | Reduced |
| OneAscent Financial Services LLC | 2,584 | $565.0K | 0.06% | +49+1.9% | Added |
| Checchi Capital Advisers, LLC | 2,608 | $569.7K | 0.04% | −637−19.6% | Reduced |
| TownSquare Capital, LLC | 2,672 | $583.6K | 0.01% | −47−1.7% | Reduced |
| Mather Group, LLC. | 3,061 | $591.0K | 0.01% | +10.0% | Added |
| TD Waterhouse Canada Inc. | 2,739 | $594.7K | 0.00% | +164+6.4% | Added |
| MQS Management LLC | 2,762 | $603.3K | 0.35% | +2,762 | New |
| SPC Financial, Inc. | 2,785 | $608.3K | 0.06% | +250+9.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,820 | $616.1K | 0.00% | +468+19.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $617.0K | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,890 | $631.3K | 0.07% | +11+0.4% | Added |
| Chicago Capital, LLC | 2,957 | $645.9K | 0.02% | +2,957 | New |
| Vinva Investment Management Ltd | 2,979 | $650.7K | 0.04% | −17,429−85.4% | Reduced |
| National Asset Management, Inc. | 3,966 | $652.2K | 0.02% | +989+33.2% | Added |
| V-Square Quantitative Management LLC | 3,090 | $674.9K | 0.11% | −450−12.7% | Reduced |
| Wetherby Asset Management Inc | 3,112 | $679.8K | 0.03% | −79−2.5% | Reduced |
| Oppenheimer & Co Inc | 3,142 | $686.3K | 0.01% | +57+1.8% | Added |
| Inspire Advisors, LLC | 3,155 | $689.1K | 0.10% | +45+1.4% | Added |
| Donoghue Forlines LLC | 3,198 | $698.5K | 0.20% | −12,061−79.0% | Reduced |
| SkyView Investment Advisors, LLC | 3,245 | $709.0K | 0.13% | +3,245 | New |
| Machina Capital S.A.S. | 3,261 | $712.3K | 0.38% | −2,637−44.7% | Reduced |
| Dakota Wealth Management | 3,343 | $730.2K | 0.02% | −290−8.0% | Reduced |
| Mission Wealth Management, LP | 3,352 | $732.1K | 0.02% | −53−1.6% | Reduced |
| FDx Advisors, Inc. | 3,362 | $734.0K | 0.11% | −5,142−60.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,363 | $734.6K | 0.01% | −495−12.8% | Reduced |
| Michael B. Yongue | 3,369 | $735.9K | 0.65% | −221−6.2% | Reduced |
| Capital Analysts, LLC | 3,429 | $749.0K | 0.03% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,432 | $749.7K | 0.01% | −8−0.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,485 | $761.2K | 0.21% | −92−2.6% | Reduced |
| Edentree Asset Management Ltd | 3,500 | $766.0K | 0.24% | −5,500−61.1% | Reduced |
| Prudential PLC | 3,572 | $780.2K | 0.01% | −6,953−66.1% | Reduced |
| Signaturefd, LLC | 3,625 | $791.8K | 0.02% | +51+1.4% | Added |
| Commonwealth Equity Services, LLC | 3,708 | $810.0K | 0.00% | −616−14.2% | Reduced |
| Ci Investments Inc. | 3,734 | $815.0K | 0.00% | +194+5.5% | Added |
| Regions Financial Corp | 3,736 | $816.1K | 0.01% | +108+3.0% | Added |
| Brasada Capital Management, LP | 3,750 | $819.1K | 0.15% | +3,750 | New |
| Greenleaf Trust | 3,772 | $823.9K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,809 | $834.5K | 0.02% | +679+21.7% | Added |
| Level Four Advisory Services, LLC | 4,395 | $848.5K | 0.05% | +128+3.0% | Added |
| State of Michigan Retirement System | 3,900 | $851.9K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,921 | $856.5K | 0.17% | +110+2.9% | Added |
| Riverwater Partners LLC | 3,972 | $867.6K | 0.64% | −156−3.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 4,010 | $875.9K | 0.10% | +4,010 | New |
| Advisory Services Network, LLC | 4,127 | $901.5K | 0.02% | +3,941+2,118.8% | Added |
| Campbell & CO Investment Adviser LLC | 4,160 | $908.7K | 0.08% | −3,486−45.6% | Reduced |
| Williamson Legacy Group, LLC | 4,250 | $928.3K | 0.72% | +110+2.7% | Added |
| Handelsinvest Investeringsforvaltning | 4,370 | $955.0K | 0.46% | −2,269−34.2% | Reduced |
| Manufacturers Life Insurance Company, The | 4,379 | $956.5K | 0.00% | +4,379 | New |
| Covenant Partners, LLC | 4,418 | $965.0K | 0.28% | 00.0% | Unchanged |
| MetLife Investment Management | 4,441 | $970.0K | 0.01% | +11+0.2% | Added |
| Mirabaud Asset Management Ltd | 4,674 | $1.02M | 0.41% | −6,898−59.6% | Reduced |
| Buckley Wealth Management, LLC | 4,740 | $1.04M | 0.33% | −161−3.3% | Reduced |
| Regency Capital Management Inc. | 4,827 | $1.05M | 0.67% | +325+7.2% | Added |
| Creative Planning | 5,142 | $1.12M | 0.00% | +300+6.2% | Added |
| Fiera Capital Corp | 5,224 | $1.14M | 0.00% | +4,115+371.1% | Added |
| Nebula Research & Development LLC | 5,271 | $1.15M | 0.25% | +5,271 | New |
| Fiduciary Trust Co | 5,345 | $1.17M | 0.02% | +3,411+176.4% | Added |
| Tokio Marine Asset Management Co Ltd | 5,347 | $1.17M | 0.06% | +671+14.3% | Added |
| Lazard Asset Management LLC | 5,390 | $1.18M | 0.00% | −127−2.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,511 | $1.20M | 0.19% | +459+9.1% | Added |
| Federated Hermes, Inc. | 5,644 | $1.23M | 0.00% | +2,887+104.7% | Added |
| Beacon Investment Advisors LLC | 5,718 | $1.25M | 0.71% | +5,718 | New |
| Badgley Phelps Wealth Managers, LLC | 5,796 | $1.27M | 0.03% | −42−0.7% | Reduced |
| US Bancorp | 5,831 | $1.27M | 0.00% | −1,901−24.6% | Reduced |
| Yousif Capital Management, LLC | 5,862 | $1.28M | 0.01% | +211+3.7% | Added |